PRIVATE WEALTH SOLUTIONS, LLC

Overview

Private Wealth Solutions, LLC is a small, client-focused advisory and broker-dealer/insurance broker hybrid that serves individual and family clients. The firm’s filings show a clear emphasis on managed public fund exposure as the core of client portfolios, supplemented by access to third‑party alternative fund managers. Advisory work includes financial planning and portfolio management for individuals, small businesses, and institutions, and the firm also offers pension consulting services alongside its brokerage and insurance activities. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are used depending on the engagement—reflecting a mix of ongoing portfolio management and project-based planning work. Investment preference leans toward pooled vehicles as the primary building blocks for client portfolios, with active use of external mutual funds and public funds. At the same time the firm has allocations to private market and hedge strategies via third‑party managers, indicating a multi‑sleeve approach for clients who qualify or require diversification beyond public markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices